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Post Info TOPIC: Starting Up
Suzie


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Starting Up
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Ive just qualified with the ICB to do the books for small companies and sole traders.Im exciting about getting started, however, Im also nervous! The advice Im after is two things really. Firstly, do most clients use manual ledgers or SAGE? Which are the best manual ledgers? With SAGE, is it a case of saving a traders books on a disc after they are completed and printing out their reports so SAGE can than be set for the next client?

Secondly, if any brave bookeeper in the portsmouth area would let me help them with a set of books, free of charge on my part, just to see how its done 'in real life' I would really appreciate it

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AccountantsCircle


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I don't think most use manual ledgers or Sage, but usually a variety of packages for their needs and their budgets - incl Manual Ledgers/Spreadsheets, Sage and other packages.

I'm not entirely sure of what you mean by "so Sage can be set for the next client". It seems you're saying you only have a Sage license for a single company - where a backup of a company can be made and another restored which I understand would be in breach of your software license.

Typically you want have a multi-company license and on running Sage you can select which company to use.

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TraceyAnn


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Ask SAGE about their client manager package - multi co and multi user if necessary.

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gazal


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You need Sage 50 Accounts which costs around £500. It is multi company software but you do have to pay extra for each client you want to set up on the software. When I take on a new client I include the charge in my annual fee because I have to set up the company details and create the original data.

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